AUMdb

Premier Dermatology 401(k) Plan

Sponsored by Premier Dermatology, Llc · EIN 463596468 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
173
With balances
219

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 94% 2024
Intellus Advisors, Llc CRD 332883 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Assoc. Investment advisory (participants) $34,939
Intellus Advisors, Llc Investment advisory (participants) $5,284
John Hancock Life Insurance Co. Recordkeeping, Investment management, Sub-transfer agency fees $4,030